AWM
IEI icon

Abound Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Abound Wealth Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-352
Closed -$43K – 121
2022
Q1 		$43K Hold
352
– – 0.03% 68
2021
Q4 		$45.3K Buy
+352
New +$45.4K 0.04% 67

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Abound Wealth Management's IEI Position: Q2 2022 in Review

Abound Wealth Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q2 2022, closing a stake of 352 shares — an estimated $43K sold.

Abound Wealth Management first reported a position in IEI in Q4 2021 and held it in 2 quarters. The position peaked at $45.3K in Q4 2021. 551 funds tracked by Wall St. Rank hold IEI as of Q2 2022.

  • Abound Wealth Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Abound Wealth Management sold 352 iShares 3-7 Year Treasury Bond ETF shares in Q2 2022, an estimated $43K.
  • Abound Wealth Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2021 and held it in 2 quarters.
  • Abound Wealth Management's iShares 3-7 Year Treasury Bond ETF position peaked at $45.3K in Q4 2021.
  • 551 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2022.

Based on Abound Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2024.